- Truist (Jenkintown, PA)
- …JOB SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain and ... grow revenue. Provide leadership to the Financial Advisor team and contribute to the short- and long...Develop and execute a cohesive branding strategy to maximize client retention and increase new business. 3. Create all… more
- Paychex (Washington, PA)
- …Company's products and services by developing new clients and increasing the client base to increase profits in the Human Resource Services organization. ... Paychex solution to key stakeholders and decision makers in accordance with the client 's preference on in person or virtual interaction to increase revenue and… more
- AON (Fort Washington, PA)
- …the AICPA Insurance Trusts (Trusts). The ideal candidate will serve as a key advisor and subject matter expert on the Trusts portfolio, providing guidance to the ... and Medicare Supplement (Transamerica). Your responsibilities will include managing complex client matters in collaboration with the Legal, Operations, and Client… more
- NTT America, Inc. (Harrisburg, PA)
- …basis + Mitigate future risks by addressing them early on + Utilize the trusted advisor position to influence the client + Assessment of escalation situation + ... be willing to travel up to 100% based on client and project needs*_** **Duties and Responsibilities:** **A. Services...of follow up and documentation of results + Trusted advisor to the project team (NTT Data Business Solutions… more
- PNC (Philadelphia, PA)
- …Advisors in PNC Private Bank are responsible for developing client solutions and strategies, including lending, investment management, estate/retirement planning ... a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and… more
- KeyBank (New Kensington, PA)
- …- New Kensington, Pennsylvania 15068 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... FWA's split their time between client servicing and transaction support (70% of time), and...needs and provide guidance and solutions to assist in client 's financial wellness, both in person and through proactive… more
- Evolent (Harrisburg, PA)
- …Director, Strategic Accounts** who embodies deep relationships, serves as a trusted advisor , and has a strong entrepreneurial spirit to help build and evolve ... clients and internal stakeholders to drive growth, retention, and client satisfaction. **Key Responsibilities** **Collaboration & Relationship Management** +… more
- KeyBank (Ambler, PA)
- …Pike - Ambler, Pennsylvania 19002 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... needs and provide guidance and solutions to assist in client 's financial wellness both in person and through proactive...relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is… more
- KeyBank (Lansdale, PA)
- …Forge Road - Lansdale, Pennsylvania 19446 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for...serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships… more
- KeyBank (Plymouth Meeting, PA)
- …- Plymouth Meeting, Pennsylvania 19462 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... relationships with line of business partners to benefit the client , support the delivery of distinctive client ...the client , support the delivery of distinctive client service, and achieve sales/financial results for the area… more